Users with appropriate permissions can use the Org Config page to create and edit organizations, such as schools, and to export organization details to a CSV file.
Note: You can upload organizations via Roster Upload.
- Go to Rostering > Orgs.
- From here, you can:
- Click the Create New button on the top right to create a new organization. Follow the steps on your screen. You will need the Sourced ID, Identifier, and Launchpad Client ID (if the Sync Type is Launchpad). For orgs syncing from Launchpad, you can specify the sync times (hourly, daily, weekly on specified days, or monthly). Click the Sync Launchpad Data button to sync manually.
- Click the Org Explorer button at the top to see an org chart.
- Use the search filters on the left to find an organization. In the Parent filter, you can search by parent organization. In the Type filter, you can search by the type of organization, such as School or District.
- Export organization details: Select the checkboxes for the appropriate organizations or use the checkbox column header to select all or select the current page, and then click Export Selected Orgs in the more menu on the top right. The CSV export file contains the org sourced ID, name, parent name, type, contact information, and so on.